Purchases and Sales Made in Q2 2024 in Invesco ETF Tr Ii Kbw High Div (KBWD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw High Div (KBWD) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW HIGH DIV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113K+ 17.18% |
$1.64M - $1.78M
|
770K
$11.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
61.3K+ 18.39% |
$891K - $965K
|
394K
$5.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
36.5KNew |
$530K - $574K
|
36.5K
$554K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.5K+ 7.14% |
$327K - $354K
|
337K
$5.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
22KNew |
$320K - $347K
|
22K
$334K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
15.7KNew |
$228K - $247K
|
15.7K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14K+ 3.43% |
$204K - $221K
|
424K
$6.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.34KNew |
$107K - $116K
|
7.34K
$111K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.03K+ 13.15% |
$102K - $111K
|
60.5K
$919K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.38K+ 11.6% |
$92.8K - $100K
|
61.4K
$932K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.29K+ 38.7% |
$91.5K - $99.1K
|
22.5K
$343K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.53KNew |
$65.9K - $71.3K
|
4.53K
$68.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.41KNew |
$64.2K - $69.4K
|
4.41K
$67K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.28K+ 21.43% |
$62.2K - $67.3K
|
24.2K
$368K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.32K+ 10.24% |
$48.3K - $52.3K
|
35.7K
$543K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.96KNew |
$43.1K - $46.6K
|
2.96K
$44.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.16K+ 10.78% |
$31.4K - $34K
|
22.2K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.76K+ 14.41% |
$25.6K - $27.7K
|
14K
$212K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.45KNew |
$21.1K - $22.9K
|
1.45K
$22.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1KNew |
$14.6K - $15.8K
|
1K
$15.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
850New |
$12.4K - $13.4K
|
850
$12.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
800New |
$11.6K - $12.6K
|
800
$12.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
567+ 0.07% |
$8.25K - $8.93K
|
861K
$13.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
567+ 0.07% |
$8.25K - $8.93K
|
861K
$13.1M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
553New |
$8.05K - $8.71K
|
553
$8.4K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
500+ 3.09% |
$7.28K - $7.88K
|
16.7K
$254K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
486+ 5.94% |
$7.07K - $7.65K
|
8.67K
$132K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
400New |
$5.82K - $6.3K
|
400
$6.08K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
310New |
$4.51K - $4.88K
|
310
$4.71K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 51.28% |
$2.91K - $3.15K
|
590
$8.96K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
165+ 3.08% |
$2.4K - $2.6K
|
5.52K
$83.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
102New |
$1.48K - $1.61K
|
102
$1.55K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 3.21% |
$291 - $315
|
644
$9.78K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-134- 49.26% |
$1.95K - $2.11K
|
138
$2.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-200- 4.15% |
$2.91K - $3.15K
|
4.63K
$70.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-289- 0.44% |
$4.2K - $4.55K
|
65.7K
$997K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-490- 2.96% |
$7.13K - $7.72K
|
16K
$244K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-801- 1.18% |
$11.7K - $12.6K
|
66.9K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.45K- 9.64% |
$21.1K - $22.8K
|
13.6K
$206K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.47K- 3.14% |
$21.3K - $23.1K
|
45.2K
$686K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.55K- 46.32% |
$22.5K - $24.4K
|
1.79K
$27.2K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.6K- 11.14% |
$23.3K - $25.2K
|
12.8K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.03K- 5.4% |
$29.5K - $31.9K
|
35.5K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.75K- 14.68% |
$40K - $43.3K
|
16K
$243K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.06K- 21.16% |
$44.5K - $48.2K
|
11.4K
$173K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.13K- 2.38% |
$45.5K - $49.2K
|
128K
$1.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-4.22K- 38.41% |
$61.4K - $66.5K
|
6.77K
$103K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.38K- 46.79% |
$63.7K - $68.9K
|
4.98K
$75.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.86K- 4.99% |
$70.7K - $76.6K
|
92.7K
$1.41M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.91K- 10.49% |
$100K - $109K
|
58.9K
$895K
|